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Invesco S&P 500 Equal Weight Technology ETF

208 hedge funds and large institutions have $530M invested in Invesco S&P 500 Equal Weight Technology ETF in 2020 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 51 increasing their positions, 77 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more capital invested

Capital invested by funds: $448M → $530M (+$81.9M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1% less funds holding

Funds holding: 210208 (-2)

9% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 22

34% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 77

305.37% less ownership

Funds ownership: 623.44%318.06% (-305%)

Holders
208
Holders Change
-2
Holders Change %
-0.95%
% of All Funds
4.26%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
20
Increased
51
Reduced
77
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCG
201
Private Capital Group
Connecticut
$4K
SIAS
202
Shine Investment Advisory Services
Colorado
$4K
VFA
203
Valeo Financial Advisors
Indiana
$4K
KFS
204
Kelly Financial Services
Massachusetts
$3.77K
LF
205
Lee Financial
Texas
$3K
OC
206
Oakworth Capital
Alabama
$3K +$2.6K +140 New
BWL
207
Bogart Wealth LLC
Virginia
$2K
FWP
208
FAS Wealth Partners
Kansas
$1K
TFA
209
Transamerica Financial Advisors
Florida
$1K +$185 +10 New
BFA
210
Brendel Financial Advisors
New Hampshire
-$3.27M -204,960 Closed
PPW
211
Parcion Private Wealth
Washington
-$2.05M -128,620 Closed
BPC
212
Banque Pictet & Cie
Switzerland
-$1.28M -80,000 Closed
Lido Advisors
213
Lido Advisors
California
-$1.25M -78,580 Closed
GGI
214
GPM Growth Investors
Michigan
-$683K -42,850 Closed
CWS
215
Cypress Wealth Services
California
-$386K -24,190 Closed
TI
216
Trexquant Investment
Connecticut
-$383K -24,050 Closed
HR
217
Hayden Royal
North Carolina
-$370K -23,210 Closed
CAN
218
Claraphi Advisory Network
United States
-$357K -22,370 Closed
CS
219
Capital Square
Tennessee
-$283K -17,720 Closed
LFA
220
Landmark Financial Advisors
Kentucky
-$260K -14,820 Closed
SIA
221
Soltis Investment Advisors
Utah
-$233K -14,600 Closed
C
222
Certuity
Florida
-$219K -13,720 Closed
MAFM
223
Mid Atlantic Financial Management
Pennsylvania
-$206K -12,920 Closed
DWM
224
Darwin Wealth Management
Florida
-$56K -3,540 Closed
AA
225
Advisory Alpha
Michigan
-$45.5K -2,640 Closed